Explore the Smartsheet App for iOS

As you use the Smartsheet app for iOS, you’ll find that you can take advantage of many features from the full version of Smartsheet on a computer browser. Here are some tips for navigating the mobile application, as well as a list of Smartsheet features available in the mobile application.

In this article:


Find Commands and Navigate the App

Stay on Top of Tasks with Push Notifications

Receive push notifications on your device to make sure you're updated on sheet changes. You can view and take action on notifications in Notification Center. See Notification Center: Receive Alerts Directly Within Smartsheet for more information.

Quickly Find Items with Filters and Search

Tap the Filter icon in the upper-right corner of the screen to show only specific types of Smartsheet items.

home filter icon

NOTE: The filter options available to you on the Search screen will be different from other screens.

Tap Search at the bottom of the screen to locate the sheet by typing its name.

search icon iOS

Switch Views to Visualize Your Data

  1. Open the sheet and tap the Menu icon menu icon in the upper-right corner of the screen.
  2. Select a view to see your data in different ways.

switch views


NOTE: Before you can see a sheet in Gantt View or Calendar View, the sheet must be set up to support those views using the computer browser application. More information on this is available in Working with Gantt Charts and Working with Calendars.

Each view has its own advantages:

  • List View—Displays information from the Primary column, best for when you want to quickly navigate the sheet.
  • Grid View—Displays all rows and columns for a complete view of the sheet.
  • Gantt View—Organizes tasks as bars in a Gantt chart.
  • Calendar View—Arranges tasks as events on a calendar.

Rename or Mark Items as Favorite From the Home Screen

From your Home screen, long-press an item to access additional actions for that item (for example: favorite or rename).

ios home tool grid

Take More Actions on the Row, Column, or Cell Level 

Tap a row number for access to the Row Actions menu. 

ios row actions

Some of the options in the Row Actions menu include:

  • Edit content row-by-row using the Edit Row screen
  • Leave and view comments
  • Attach and view files (including images) 
  • Send update requests
  • Indent or outdent the row
  • Lock or unlock the row
  • Delete the row

Tap a column header for access to the Column actions menu, where you can:

  • Edit column properties (column name and type)
  • Hide the column
  • Lock or unlock the column
  • Apply a permanent sort

NOTE: To unhide a column, tap the hidden column indicator (black line between two columns) and tap Unhide.

Long-press a specific cell in the sheet to get access to the Cell Actions menu.

ios cell actions

Here you can:

  • Edit content row-by-row using the Edit Row screen
  • Copy and paste cell data
  • View Cell History
     

Tap-and-Drag to Move Rows

While in Grid View, you can tap-and-drag from the row number on the left of a sheet to move the row.

move rows


Scan Barcodes to Track and Find Inventory

Use the mobile app and the camera on your mobile device to add information to your sheet or to search for information by scanning a barcode. To do this, tap the barcode iconbarcode icon while editing a cell on the Edit Row screen (after tapping any cell on a specific row), or from the search bar.

The Smartsheet for iOS app supports the following barcode types:

1-Dimensional2-Dimensional
EAN-8QR
EAN-13Data Matrix
UPC-EPDF-417
Code-39AZTEC
Code-93 
Code-128 
ITF14 

Open Forms in the Mobile App

If  you're shared to a sheet, you can open forms associated with those sheets in the Smartsheet mobile app to take advantage of a mobile-centric layout, responsive design, and support for barcode scanning in text/number form fields.

Otherwise, if you tap a form link you’ll be prompted to open that form in the mobile app.

When You're Shared to the Sheet

NOTE: If no forms have been created on the sheet, you won’t see the Forms option. You must first create a form with the computer browser version of Smartsheet. See Collect Information with a Form for instructions on how to build forms.

  1. Open the sheet and tap the Menu icon menu icon in the upper-right corner of the screen.
  2. Select Forms and tap the form that you want to view.

    open forms

Your form will be displayed in the app.

When You're Given a Link to a Form

When you tap a Smartsheet form link that you’ve received on your mobile device—for example, in an email message—you’ll have the option to open the form in the Smartsheet iOS app.

smartsheet form link

If you open a Smartsheet form from the mobile app, you can access it later from the Home or Recents screen in the app.

Here are some best practices when using Smartsheet forms on your iOS device:

  • Minimize the number of times you log out of the application. Logging out of the mobile application will clear the list of forms from the app’s Home screen.

  • Avoid pinning Smartsheet form links to your device’s home screen—doing this prevents the forms from being opened in the mobile application.

Scan Barcodes in Text/Number Fields

  1. Open a Smartsheet form in the mobile app. 
  2. Tap a Text/Number field in the form to display the keyboard.
  3. Tap the barcode icon above the keyboard.

    Your camera opens. (If you haven’t yet used a feature that requires the camera, you may be prompted to allow the Smartsheet app to have access to your camera.)
     
  4. Align the camera reticle with the barcode to scan it, inputting the barcode information directly into Text/Number fields.

After you fill out the rest of the form, tap the Submit button at the bottom and you’re all set!

NOTES: 

  • You can only scan barcode information into a form field when you’ve opened the form in the Smartsheet mobile app. 
  • Barcode information can only be scanned into Text/Number fields.

Restructure Your Sheet with a Permanent Sort

You can sort your sheet based on column data directly from the mobile app.

IMPORTANT: Sorting your sheet will permanently change its structure. There isn’t a way to undo a sort once it’s been applied.

Quick Sort from a Single Column

NOTE: Sorting is only available to the sheet Owner and people with Admin-level sharing permissions.

  1. Tap on a column name to open the Column Actions menu and choose a sorting option (ascending or descending).

    ios column actions

    You’ll see a message explaining that sorting is a permanent action (which cannot be undone).
     
  2. Tap Sort to apply the sort.

Sort Based on Multiple Columns

NOTE: Sorting is only available to the sheet Owner and people with Admin-level sharing permissions.

  1. Tap the Menu icon menu icon in the upper-right corner of the screen and tap Sort.

    sort multiple columns menu icon

    By default, the Primary column in the sheet is added as a column to sort in ascending order.
     
  2. Tap Add to include more columns to sort.

    A list of sort options (order Ascending and Descending) and column names in the sheet appears.
     
  3. Tap a column name and choose Ascending or Descending to add a sort criterion.

    TIP: Select a sort criterion to change the sort options or tap Delete to completely remove it.

Share Your Smartsheet Items to Boost Collaboration

With a sheet, report, or dashboard open:

  1. Tap the Menu icon menu icon in the upper-right corner of the screen and tap Share.
  2. Select the + button in the upper-right corner of the screen. 
  3. In the Share with field, type the email addresses of the people to whom you want to grant access and choose the level of sharing permissions that you want to grant them.

Information on the different sharing permission levels in Smartsheet can be found in the Sharing Permission Levels help article.

NOTE: At the time of sharing, if a sheet, report, or dashboard exists in a workspace, you’ll be prompted to choose between sharing the sheet or sharing all Smartsheet items in the workspace.

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